Bookkeeping, Accounting & CFO Services in Merced, CA
Merced growers, processors and hospitality businesses work with PSG for bookkeeping and CFO planning that respects harvest cycles and Yosemite season peaks.
Merced growers, processors and hospitality businesses work with PSG for bookkeeping and CFO planning that respects harvest cycles and Yosemite season peaks.
Merced is the seat of Merced County in the San Joaquin Valley and is widely known as a gateway to Yosemite National Park. Agriculture is the backbone of the economy, with almonds, dairy, poultry, sweet potatoes and processing plants spread across the county, and the University of California, Merced has brought research activity and new growth. Small businesses include growers, packing and processing firms, trucking companies, contractors, restaurants, lodging and retailers serving students and Yosemite travelers.
Growers and processors face harvest driven cash flow, crop level costing and large seasonal payrolls, while trucking firms need per load cost tracking. Lodging and hospitality businesses tied to Yosemite traffic manage strong summer peaks. PSG keeps Merced books reconciled monthly, delivers crop, route or property level reporting, and provides fractional CFO forecasting so owners can plan borrowing and investment around the seasons.
California requires most LLCs and corporations to pay an annual minimum franchise tax, charges state sales and use tax through the CDTFA, and has strict payroll and wage rules. Several cities also impose their own business or gross receipts taxes.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Merced companies through a dedicated team that is entirely US based, combining Big Four accounting experience with years of operating experience across industries. Your team closes the books on a regular schedule, works inside the accounting tools you already use and looks at your numbers the way an operator would, not just a bookkeeper.
Typically bank and card reconciliations, accounts payable and receivable, payroll support, California sales tax tracking and monthly financial statements you can act on. Growing companies can add fractional CFO support for forecasting, budgeting and cash planning.
Usually when decisions start to outgrow the books: raising capital or bank financing, opening a new location, making key hires, tightening margins or preparing for a future sale. A fractional CFO adds forecasting and strategic guidance without the cost of a full time executive.
We also work with businesses in Turlock, Ceres, Madera, Modesto and Manteca.
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Hi! I'm Sam, a financial leader who's managed operations from startups to $40M enterprises.
I've led licensing deals with Disney, Marvel, and Viacom, while overseeing products across 35,000 retail stores. Through SHK Financial, I've helped 15+ high-growth companies succeed, including recovering $2M in receivables for a major client and rebuilding a $10M ARR company's accounting system in 6 months. Now, as Chief Accounting Officer at PSG, I oversee 50+ revenue streams and help launch many successful 8-figure businesses.
My journey started uniquely - while studying finance at Fresno State, I taught both chess and accounting to students, teaching me that success in finance, like in chess, is all about strategic thinking and seeing several moves ahead.